"Over the last 25 Years, Gerry has been a source to us in Advanced Estate and Tax Planning techniques, strategies and structures which generate workable solutions to clients' complex problems. His highly analytical and Professional approach gives real world options for risk and tax mitigation, as well as deliberate generational wealth preservation and extension. We often consult with Gerry and his staff on sensitive, pressing, or complicated fiscal matters.
- Paul M. Lawless,KM,ChFC
Member,Lawless,Edwards& Warren~Financial Advisors
Boca Raton,FL. USA
"By working closely with the planning and operations team at LGL, my clients were able to receive meaningful benefits on multi million dollar transactions. A company with their specialty and success oriented techniques are few and far between."
- Morris Mizrahi CLU(r), AEP(r)
Chairman, Morris J Mizrahi LLC
New York, NY. USA
"Long Gray Line has established itself as one of the premier independent consulting firms of its industry. The knowledge available related to unique planning for the client's benefit and growth is unparalleled."
- John W. Adams